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NuScale Power

473 hedge funds and large institutions have $3.5B invested in NuScale Power in 2025 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 202 increasing their positions, 101 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 101

55% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 69

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more funds holding

Funds holding: 441473 (+32)

6.57% more ownership

Funds ownership: 65.95%72.51% (+6.6%)

1% more capital invested

Capital invested by funds: $3.48B → $3.5B (+$17.6M)

4% less call options, than puts

Call options by funds: $712M | Put options by funds: $739M

Holders
473
Holders Change
+32
Holders Change %
+7.26%
% of All Funds
6.21%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
107
Increased
202
Reduced
101
Closed
69
Calls
$712M
Puts
$739M
Net Calls
-$27.3M
Net Calls Change
-$162M
Name Holding Trade Value Shares
Change
Change in
Stake
DS
201
DRW Securities
Illinois
$617K +$169K +4,232 +33%
GRP
202
Global Retirement Partners
California
$616K +$241K +6,043 +55%
KFS
203
Kaizen Financial Strategies
California
$604K +$119K +2,974 +19%
HIMS
204
Hager Investment Management Services
New Hampshire
$601K +$518K +12,990 +351%
PCMH
205
Polymer Capital Management (HK)
Hong Kong
$599K +$193K +4,838 +41%
IMRF
206
Illinois Municipal Retirement Fund
Illinois
$598K +$662K +16,622 New
MOS
207
MGO One Seven
Ohio
$598K -$748K -18,765 -53%
Vontobel Holding
208
Vontobel Holding
Switzerland
$584K +$646K +16,210 New
QT
209
Quantbot Technologies
New York
$583K +$645K +16,192 New
LCM
210
Legato Capital Management
California
$577K +$639K +16,030 New
Envestnet Asset Management
211
Envestnet Asset Management
Illinois
$562K -$18.6K -468 -3%
PS
212
Principal Securities
Iowa
$561K +$376K +9,432 +153%
CM
213
CastleKnight Management
New York
$558K -$650K -16,300 -51%
LIM
214
Leavell Investment Management
Alabama
$541K +$599K +15,024 New
EWS
215
Evergreen Wealth Solutions
Pennsylvania
$538K
A
216
AlphaQuest
New York
$536K +$226K +5,675 +62%
TSS
217
Two Sigma Securities
New York
$530K +$586K +14,709 New
NFSG
218
Newbridge Financial Services Group
Florida
$514K +$40.4K +1,015 +8%
SO
219
STRS Ohio
Ohio
$511K +$63.8K +1,600 +13%
GEA
220
Glen Eagle Advisors
New Jersey
$508K +$63.8K +1,600 +13%
FIC
221
FCG Investment Company
Tennessee
$492K +$544K +13,656 New
SH
222
SLT Holdings
Arizona
$489K +$60.9K +1,528 +13%
CBU
223
CIBC Bancorp USA
Illinois
$487K +$539K +13,517 New
ASN
224
Advisory Services Network
Georgia
$485K +$114K +2,863 +27%
LW
225
Lauer Wealth
Indiana
$484K +$38.1K +955 +12%

SMR Hedge Fund Activity: Q3 2025 in Review

473 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in NuScale Power (SMR) for Q3 2025, worth a combined $3.5B — up 0.5% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new SMR positions and 69 closed out — a net gain of 38 holders — while 202 added to existing stakes and 101 trimmed.

The largest buyer was Clear Street, opening a new position worth an estimated $172M. The largest seller was D.E. Shaw & Co, cutting an estimated $177M.

  • 473 institutional investors held NuScale Power (SMR) as of Q3 2025, up from 441 in Q2 2025.
  • Funds reported $3.5B of NuScale Power stock for Q3 2025, up 0.5% quarter-over-quarter.
  • 107 funds opened new NuScale Power positions in Q3 2025 and 69 closed out, a net change of +38 holders.
  • The largest NuScale Power buyer in Q3 2025 was Clear Street, an estimated $172M added.
  • The largest NuScale Power seller in Q3 2025 was D.E. Shaw & Co, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2025.